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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,417 hedge funds and large institutions have $39.9B invested in iShares Russell 1000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 434 increasing their positions, 545 reducing their positions, and 70 closing their positions.

Holders
1,417
Holders Change
+12
Holders Change %
+0.85%
% of All Funds
22.35%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
1.47%
New
95
Increased
434
Reduced
545
Closed
70
Calls
$69.7M
Puts
$8.47M
Net Calls
+$61.2M
Net Calls Change
+$31.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.07B
2
HMH
2
Hackensack Meridian Health
New Jersey
$114M
3
APF
3
Alaska Permanent Fund
Alaska
$106M
4
RRAM
4
River Road Asset Management
Kentucky
$70.2M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$193M

Top Sellers

1
BlackRock
1
BlackRock
New York
$414M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$226M
3
American Century Companies
3
American Century Companies
Missouri
$225M
4
UMC
4
UNC Management Company
North Carolina
$108M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$957M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
1426
Millennium Management
New York
– – -36,723 Closed
BPCE
1427
Bank Pictet & Cie (Europe)
Germany
– – -33,875 Closed
HS
1428
HighVista Strategies
Massachusetts
– – -27,900 Closed
MPPLM
1429
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -13,968 Closed
CAC
1430
Certified Advisory Corp
Florida
– – -12,037 Closed
Susquehanna International Group
1431
Susquehanna International Group
Pennsylvania
– – -11,848 Closed
PWM
1432
PRW Wealth Management
Massachusetts
– – -11,625 Closed
TSS
1433
Two Sigma Securities
New York
– – -11,028 Closed
KF
1434
Krilogy Financial
Missouri
– – -10,450 Closed
ICMP
1435
Integrated Capital Management (Pennsylvania)
Pennsylvania
– – -10,176 Closed
TNBTD
1436
Trustmark National Bank Trust Department
Mississippi
– – -7,873 Closed
IWM
1437
Iams Wealth Management
Nebraska
– – -6,502 Closed
Two Sigma Advisers
1438
Two Sigma Advisers
New York
– – -5,700 Closed
IA
1439
IFG Advisory
Georgia
– – -5,004 Closed
BFA
1440
Brendel Financial Advisors
New Hampshire
– – -4,601 Closed
CPA
1441
Capital Planning Advisors
California
– – -4,284 Closed
PFT
1442
Providence First Trust
Arizona
– – -3,900 Closed
BWA
1443
Beam Wealth Advisors
Louisiana
– – -3,800 Closed
CA
1444
Calton & Associates
Florida
– – -3,093 Closed
BAM
1445
Belpointe Asset Management
Nevada
– – -3,087 Closed
NW
1446
NewEdge Wealth
Pennsylvania
– – -2,874 Closed
SPP
1447
Single Point Partners
Massachusetts
– – -2,849 Closed
RSWM
1448
Robertson Stephens Wealth Management
California
– – -2,569 Closed
VWM
1449
Valley Wealth Managers
New Jersey
– – -2,494 Closed
PPW
1450
Parcion Private Wealth
Washington
– – -2,300 Closed
56 57
58
59 60